Kynam Capital Management, LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$391.6B
Holdings
33
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 2,200,000 | $70.3B | 17.95% | |
| 2 | SNDXSYNDAX PHARMACEUTICALS INC | 2,512,240 | $48.3B | 12.34% | |
| 3 | NTRANATERA INC | 1,239,047 | $43.9B | 11.21% | |
| 4 | TCE2CELLDEX THERAPEUTICS INC NEW | 1,378,659 | $33.0B | 8.43% | Call |
| 5 | TVTXTRAVERE THERAPEUTICS INC | 1,235,151 | $29.9B | 7.64% | |
| 6 | VERAVERA THERAPEUTICS INC | 1,522,712 | $20.7B | 5.29% | |
| 7 | GOSSGOSSAMER BIO INC | 2,350,448 | $19.7B | 5.02% | |
| 8 | BIIBBIOGEN INC | 78,951 | $16.1B | 4.11% | |
| 9 | PCVXVAXCYTE INC | 723,781 | $15.7B | 4.02% | |
| 10 | BNRBURNING ROCK BIOTECH LTD | 4,300,000 | $12.5B | 3.20% | |
| 11 | BCRXBIOCRYST PHARMACEUTICALS INC | 936,563 | $9.9B | 2.53% | |
| 12 | AM6AMICUS THERAPEUTICS INC | 900,000 | $9.7B | 2.47% | |
| 13 | COGTCOGENT BIOSCIENCES INC | 1,000,000 | $9.0B | 2.30% | |
| 14 | VRDNVIRIDIAN THERAPEUTICS INC | 590,143 | $6.8B | 1.74% | |
| 15 | LQDALIQUIDIA CORPORATION | 1,500,718 | $6.5B | 1.67% | |
| 16 | AMRNAMARIN CORP PLC | 4,009,893 | $6.0B | 1.53% | |
| 17 | WVEWAVE LIFE SCIENCES LTD | 1,696,735 | $5.5B | 1.41% | |
| 18 | XENEXENON PHARMACEUTICALS INC | 175,000 | $5.3B | 1.36% | |
| 19 | CNCEEURCONCERT PHARMACEUTICALS INC | 1,000,000 | $4.2B | 1.08% | |
| 20 | CNTACENTESSA PHARMACEUTICALS PLC | 757,848 | $3.7B | 0.94% | |
| 21 | MRUSMERUS N V | 103,627 | $2.3B | 0.60% | |
| 22 | FATEFATE THERAPEUTICS INC | 81,064 | $2.0B | 0.51% | |
| 23 | —AFFIMED N V | 701,029 | $1.9B | 0.50% | |
| 24 | —AKOUOS INC | 383,784 | $1.8B | 0.46% | |
| 25 | PBYIPUMA BIOTECHNOLOGY INC | 579,915 | $1.7B | 0.42% | |
| 26 | OLMAOLEMA PHARMACEUTICALS INC | 249,229 | $1.0B | 0.26% | |
| 27 | ALNYALNYLAM PHARMACEUTICALS INC | 50,000 | $925.0M | 0.24% | Put |
| 28 | MCRB1EURSERES THERAPEUTICS INC | 258,647 | $887.0M | 0.23% | |
| 29 | CNTBCONNECT BIOPHARMA HLDGS LTD | 739,649 | $643.0M | 0.16% | |
| 30 | CABACABALETTA BIO INC | 546,800 | $580.0M | 0.15% | |
| 31 | KRTXKARUNA THERAPEUTICS INC | 38,900 | $578.0M | 0.15% | Put |
| 32 | GYRECATALYST BIOSCIENCES INC | 93,434 | $166.0M | 0.04% | |
| 33 | —NEOLEUKIN THERAPEUTICS INC | 124,701 | $128.0M | 0.03% |